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Copyright © 2007 VisionPoint Productions, Inc., and Barbara Glanz Communications, Inc. All rights reserved. VisionPoint™ and SMART-START® are trademarks owned by VisionPoint Productions, Inc. Unless authorized in writing by VisionPoint Productions, Inc., you are not permitted and it is a violation of VisionPoint’s proprietary rights to:
• Make a copy of this work in any form • Digitize, make electronic or provide via downloading • Embed video in a PowerPoint or similar presentation software • Broadcast via intranet, satellite, cable or closed-circuit TV • Resell, rent, loan or make available to another organization
For information or to report unauthorized usage, contact VisionPoint at (515) 334-9292. Thank you for your cooperation! These materials are intended for the personal use of the purchaser and/or end user. All other use, including, but not limited to, resale, rental or commercial use, is strictly prohibited, unless authorized in writing by VisionPoint. This product is provided as is without warranties of any kind. VisionPoint and its agents and representatives do not render any legal or professional advice. This product, and any accompanying video, should not be used as a substitute for professional services. If legal or professional advice is needed, please consult with your attorney or professional advisor.
Table of Contents
READ THIS FIRST ............................................................................................1 Letter from the President ......................................................................................................................2 Program Overview....................................................................................................................................3 Program Benefits.......................................................................................................................................4 Program Design .........................................................................................................................................5 Learning Objectives .................................................................................................................................6 How to Use this Training Kit ................................................................................................................. 7 Definitions .....................................................................................................................................................9 Icon Key .......................................................................................................................................................10 Copyright Reminder................................................................................................................................ 11
PLAN THE SESSION .................................................................................... 13 Roles and Responsibilities ................................................................................................................... 14 Overview of Agenda .............................................................................................................................. 16 Preparation Checklist.............................................................................................................................17
CONDUCT THE SESSION.......................................................................... 19 Agenda for 90-Minute Program......................................................................................................20
90-Minute Program Arrival of Participants ...........................................................................................21 90-Minute Program Getting Started.......................................................................................................23 90-Minute Program Getting Focused .....................................................................................................27 90-Minute Program Video and Discussion............................................................................................35 90-Minute Program Delivering Service from the Heart ...................................................................41 90-Minute Program Wrap up the Session.............................................................................................47
Facilitator Guide
2 © 2007 VisionPoint Productions, Inc., and Barbara Glanz Communications, Inc. This page may not be reproduced.
Letter from the President
Thank you for selecting this VisionPoint program to meet your training needs.
This program has been used and approved by trainers and organizations in several
industries and has been updated to reflect current laws, best practices and trends in the
workplace.
We’re committed to providing you with resources! Reproducible participant
materials, video scripts, optional activities and other valuable materials are available
to you at www.visionpoint.com. Resources are updated and added regularly so check
back while preparing for any new training session.
We’re here to support you through the entire training experience! Should you
have any questions before, during or after any training session, please feel free to
contact us at [email protected] or the VisionPoint TrainerTALK™ helpline, 800-
300-8880 x302. Our master trainers, course developers and TrainerSelect™ team are
available to answer questions, share ideas, facilitate training and customize materials
to meet your needs.
Thank you again for choosing VisionPoint! If there is anything I can personally
do to make your experience of working with us and our programs more enjoyable or
effective, please feel free to contact me directly.
Sincerely,
Laura E. Bernstein
Johnny the Bagger
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Program Overview
This program inspires and motivates employees to provide exceptional service to
both your internal and external customers. The program emphasizes the
opportunity that all employees have to create a positive, memorable experience
for their customers by making personal connections with them and providing
service from the heart.
The program was inspired by a true story about a young man with Down
syndrome who changed the culture of a grocery store by being creative and giving
customers more than they expected. The story about this young man (called
“Johnny” to protect his anonymity) comes from Barbara Glanz’s personal
experience as a professional speaker. After “Johnny” heard her speak at an all-
company meeting in which she asked them, “What can you do, whatever your job
is, to make the customer feel special?” he began adding his special touch (his
“personal signature”) to his work. The “Johnny” story, which Barbara has been
sharing in her presentations since 1998, is featured in The Simple Truths of Service
as Inspired by Johnny the Bagger, which Barbara co-authored with Ken Blanchard.
Facilitator Guide
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Program Benefits
Here are the benefits this program can deliver for your employees and for your
organization:
For everyone:
• Increased personal motivation
• Improved productivity
• Increased ability to provide exceptional customer service
• Greater personal pride in their work
For the organization:
• Increased customer excitement
• Increased customer loyalty
• Improved employee and team morale
• Improved employee retention
Johnny the Bagger
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How to Use this Training Kit
This training kit is designed to provide all the information and materials you
need to conduct an effective training session.
The complete package includes:
1. This Facilitator Guide
2. Facilitator Resources, which contain optional activities, handout masters and additional suggestions to assist facilitators
3. PowerPoint slides, flipchart masters and other reference information, available as online resources*
4. VHS video – Johnny the Bagger: A True Story of Customer Service
5. DVD**
• Johnny the Bagger: A True Story of Customer Service video
• Service from the Heart video
• Content Expert interview
• TrainerTALK™ interview
6. One ten-pack of Applied Learning Workbooks
7. One ten-pack of notepads and ink pens** (also sold separately in packages of ten)
* To access online resources for this program, visit www.visionpoint.com. From the
Resources menu, select Program Resources. Login and select the program title from the list.
If you do not see this program title listed, please contact [email protected].
**These items included in the Complete Kit only (not the Basic Kit).
Facilitator Guide
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If you are an experienced training professional, use this guide as a starting point
as you prepare for training, and be sure to insert your own style, experience and
examples into the session. If you are new to training or the program content,
follow the step-by-step instructions, and use the scripted language to help you
stay focused on the key points and facilitate an effective session.
As you prepare for a session, be sure to review the agenda from beginning to end.
Determine whether you will use any of the optional activities provided in the
Facilitator Resources, and if so, where you will insert them. While the ideas in the
program are universal and can be adopted by any organization in any industry,
you may want to use some of the optional activities to apply the ideas from the
program to your specific organization. Estimated timeframes for each agenda
option assume a group size of 8–15 people. If your session will have fewer or
more participants, it is important to review each step of your agenda and decide
how to best modify discussions and activities to accommodate your group size.
There is always more than one way to approach setting up and positioning
activities. This guide provides best practices, based on trainer review and general
market needs. Should you have any questions about how to best conduct a
particular activity for your organization’s unique needs, please contact our
TrainerTALK™ helpline at 800-300-8880 x302 or [email protected].
VisionPoint’s master trainers and TrainerSelect™ team are happy to answer
questions, share ideas and help customize materials.
Facilitator Guide
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Overview of Agenda
This Facilitator Guide provides step-by-step instructions for a 90-minute
program.
You can reinforce key points or customize the training to your organization by
selecting from several optional activities that give participants the opportunity to
practice and apply what they are learning.
Suggestions for optional supplemental activities can be found in the Facilitator
Resources.
Facilitator Guide
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Agenda for 90-Minute Program
This Facilitator Guide provides step-by-step instructions for a 90-minute agenda.
This agenda introduces key concepts through video and provides time for
reflection and discussion. All needed participant materials are in the form of
handouts, which can be found in the Facilitator Resources.
Step Item Time #1 Arrival of Participants N/A #2 Getting Started 10 minutes #3 Getting Focused 10 minutes #4 Johnny the Bagger: A True Story of Customer
Service (Video and Discussion) 30 minutes
#5 Delivering Service from the Heart 30 minutes #6 Wrap up the Session 10 minutes Total Estimated Time: 90 minutes
Facilitator Note: You can extend your program by using optional activities found in the Facilitator Resources.
Johnny the Bagger
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90-Minute Program Arrival of Participants
Time it takes: From the time you show up until you start the program
What it is about: Managing the environment and getting people settled
What you will need: • Markers • Name tents • PowerPoint Slide #1 (optional; see Facilitator
Note below) • Video – Service from the Heart (optional)
How to do it:
[Facilitator Note: If you would prefer not to use PowerPoint slides for this program, consider preparing flipcharts in advance with the information from the slides.]
1. Get there first! This demonstrates organization
and excitement—and sets a good example. Be
sure the room is set up, the equipment works
and everything is arranged the way you want it.
1
Welcome to Training!
Johnny the BaggerA True Story of Customer Service
2. Display Slide #1 on the screen and/or begin
playing the video 15 minutes prior to the
session start time.
Step 1
Facilitator Guide
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3. Greet participants as they enter the room.
4. Ask each participant to use a marker to write his/her name on a name tent (both sides) in letters that are big enough for everyone to read. [Facilitator Note: If you want to extend your program, consider using the Video Activity for Service from the Heart at this point (see Facilitator Resources). You can also use this activity in Step 2. (See Facilitator Note after # 5 in Step 2.)]
Johnny the Bagger
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90-Minute Program Getting Started
Time it takes: 10 minutes
What it is about: Introducing the topic, program logistics and each other
What you will need: • Flipchart • Ground Rules flipchart page (See definitions on
page 9 of this Facilitator Guide)
• Parking Lot flipchart page (See definitions on page 9 of this Facilitator Guide)
• PowerPoint Slide #2
How to do it:
1. Introduce yourself in whatever way you think is
appropriate and welcoming.
2. Go over session logistics, including:
• How long the session will take
• When there will be breaks
• Where the restrooms and emergency exits are located
• Ground Rules
• Parking Lot
3. Introduce the program by saying: Today you’re
going to participate in a program that focuses
on how we can provide exceptional service to
Step 2
Facilitator Guide
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our customers. Exceptional service happens
when it comes from the heart of each of us.
And anyone, no matter who they are or what
they do in our organization, can make a
difference.
[Facilitator Note: If any participants in the group serve internal clients, make the point that the program applies to providing service to both internal and external customers.]
4. Transition to participant introductions by
saying: Now that I have introduced the
program, let’s get to know one another.
2
IntroductionsYour nameYour job responsibilitiesOne way that people in organizations can deliver exceptional customer service
5. Display Slide #2 and say: Please share with us
your name, job responsibilities and one way
you believe that people in organizations can
deliver exceptional service to their
customers—both internal and external.
Record participants’ responses on a flipchart.
[Facilitator Note: If you want to extend your program, consider using the supplemental Video Activity for Service from the Heart at this point (see Facilitator Resources). Introduce the activity by saying: The video we watched at the beginning of the program mentions that excellent service comes from the heart. Then facilitate the activity using the instructions starting in #3 of the activity.]
Johnny the Bagger
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90-Minute Program Getting Focused
Time it takes: 10 minutes
What it is about: Introducing the learning objectives and what participants will experience and learn
What you will need: • PowerPoint Slides #3 – 4
How to do it:
1. To get people focused, say: Think of a business
you like to patronize. It could be a restaurant,
a bank, a clothing store or another kind of
business where you go frequently. Why do
you like to go there?
[Possible Responses: I get good service; I get value for my money; they know my name; they make me feel welcome; it’s an enjoyable experience]
2. Summarize participants’ responses by saying:
There are many businesses that provide
similar products or services, but we patronize
certain businesses more often than others
because of the way they make us feel when we
do so. These organizations make us feel good
about doing business with them because they
create a positive and memorable experience
Step 3
Facilitator Guide
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for us whenever we go there.
3. Continue the discussion by asking: When you
patronize these businesses, what causes you
to have these positive feelings?
[Possible Responses: the employees thank me for my business; they remember my name; they remember what I like; they go out of their way to answer questions or help me; they solve my problems; they make me feel welcomed; they make me feel special; they give me more than I expected; they enhance the experience by doing something special for me]
4. Refer to appropriate items listed on the
flipchart from the participants’ introductions
and continue the discussion by saying: It’s
been said that business isn’t about business,
it’s about people. Notice that many/most of
the things you listed in your introductions
really deal with person-to-person
connections—rather than business-to-
person connections.
[Facilitator Note: If you want to extend your session, consider using Optional Activity 1 in the Facilitator Resources at this point.]
5. Continue the discussion by asking: Is this kind
of good service something someone can fake?
In other words, can someone create a positive
and memorable experience for a customer if
Johnny the Bagger
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90-Minute Program Video and Discussion
Time it takes: 30 minutes
What it is about: Introducing the concept that exceptional customer service comes from the inside out (i.e., from person-to-person connections, not business-to-person connections) and the difference that from-the-heart service can make
What you will need: • Video – Johnny the Bagger: A True Story of Customer Service
How to do it:
[Facilitator Note: If you have time and would like to extend the discussion about the video, see the optional questions in the Facilitator Note at the end of Step 4.]
1. Introduce the video by saying: You’re going to
see a remarkable true story about a young
man named Johnny who changes the culture
of a business—a grocery store, to be exact—by
being creative and giving customers more
than they expect.
2. Show the video through to the conclusion of the main program. [Facilitator Note: Stop the video when the screen fades to black and just prior to the graphic, “A Final Thought From Barbara Glanz.” You will use this final message from Barbara at the conclusion
Step 4
Facilitator Guide
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of your session.]
3. Review the video and ask: What are your
reactions to/comments about the video?
What are your feelings about what you just
saw?
4. Continue the discussion by saying: Johnny
went on a kind of journey in the video—a
significant change in his thoughts and
actions. Where was Johnny at the beginning
of his journey? What were his thoughts and
feelings about customer service at the
beginning of the story?
[Possible Responses: he felt as if he couldn’t change anything; he wasn’t sure what he could do from his position as “just a bagger”; he was skeptical about his own ability to identify a way to do something special for the store’s customers]
5. Continue the discussion by asking: What
detours or obstacles did he face along the
way?
[Possible Responses: indifference; self-doubt; skepticism from coworkers; lack of response from his neighbor; lack of support or understanding from his boss]
6. Continue the discussion by asking: Where was
Johnny at the end of his journey? What were
Johnny the Bagger
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90-Minute Program Delivering Service from the Heart
Time it takes: 30 minutes
What it is about: Discussing specific mindsets and actions for providing from-the-heart service
What you will need: • Flipchart • Handouts #1 – 2 • PowerPoint Slides #5 – 6
How to do it:
1. Introduce the discussion of specific mindsets
and actions for providing from-the-heart
service by saying: While Johnny is a real
person, you could think of him as a symbol of
from-the-heart service. To “be a Johnny”
requires three steps.
5
Providing Service from the HeartBelieve you can make a differenceMake the choiceAdd your “personal signature”
2. Display Slide #5. Say: The first step you can
take to “be a Johnny” and provide service
from the heart is to believe you can make a
difference. In other words, develop the
mindset that you really can make a
difference— because you can, just like Johnny
did in his organization. The second step is to
convert the mindset into action and actually
Step 5
Facilitator Guide
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choose to make a difference. Don’t just think
you can make a difference—make the choice
to create personal connections with
customers and memorable experiences every
time you interact with them. The last step is
to add your “personal signature” to your
work.
3. Continue the discussion by asking: What
exactly is a “personal signature”?
[Possible Responses: something creative and unique that makes an interaction memorable; something that makes a customer want to do business with you again; something that makes a customer feel special; a personal touch]
4. Continue the discussion by asking: As you
know, each of you has a written signature
that’s all your own. You see it whenever you
sign your name to a document—a letter, a
check, a credit card receipt. It’s personal and
unique. No one else has a signature quite like
yours. In the same way, a “personal
signature” at work is unique. It isn’t
something you select from a list in our
employee handbook. It’s actually something
personal and unique, something no one else
Johnny the Bagger
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90-Minute Program Wrap up the Session
Time it takes: 10 minutes
What it is about: Formulating a plan of action and evaluating the effectiveness of the training
What you will need: • Applied Learning Workbook for each participant (optional)
• Handout #3 • Program Evaluation forms (found in Online
Resources) • Video - Johnny the Bagger: A True Story of
Customer Service
How to do it:
1. Wrap up the session by saying:
Before we conclude, let’s take a look at the
Parking Lot. Have we addressed everything
on it? Are there any additional questions that
need to be addressed? [Answer any
questions.]
2. Refer participants to their materials, Focus on
the Future and Suggested Actions, Handout #3.
Briefly describe the purpose and contents of
the material, and ask them to complete the
Focus on the Future form. [Allow five minutes.]
Step 6
Facilitator Guide
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3. Ask participants if any of them are willing to
share their plans from the Focus on the Future
form or any highlights of what they have
learned today.
4. Distribute a copy of the Applied Learning
Workbook to each participant and say: This
book offers 52 reflection exercises that will
help you gain an even greater insight into
what it means to provide from the heart
service. It will help you continually find new
and better ways to put the things we’ve talked
about today into practice on the job. The
activities in this book are not time
consuming or difficult; but they will make
you think. I encourage everyone to make a
commitment to go through one exercise each
week. I think you’ll be amazed at what you
learn about yourself and your customers.
5. Hand out the Program Evaluation forms and say:
Your evaluation of this program is very
important. Please be specific about what you
liked, what you didn’t like and how this
program could be improved.